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Palo Alto Networks

2,489 hedge funds and large institutions have $104B invested in Palo Alto Networks in 2025 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 1,114 increasing their positions, 811 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $112B → $104B (-$8.36B)

21% less funds holding in top 10

Funds holding in top 10: 7156 (-15)

27% less call options, than puts

Call options by funds: $3.4B | Put options by funds: $4.68B

Holders
2,489
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.4B
Puts
$4.68B
Net Calls
Net Calls Change

Top Sellers

1 -$857M
2 -$468M
3 -$416M
4
Jane Street
Jane Street
New York
-$397M
5
SM
SCGE Management
California
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1451
Icon Wealth Advisors
Texas
$856K
GAM
1452
Griffin Asset Management
New York
$852K
MAG
1453
Meadowbrook Advisors Group
New Jersey
$851K
VIP
1454
Vista Investment Partners
Oklahoma
$848K
AW
1455
Alteri Wealth
California
$846K
CHAM
1456
Clear Harbor Asset Management
Connecticut
$845K
PW
1457
Paladin Wealth
Minnesota
$843K
CPC
1458
Congress Park Capital
New York
$839K
TPCW
1459
TD Private Client Wealth
New York
$837K
HSA
1460
HBK Sorce Advisory
Pennsylvania
$835K
SCI
1461
Stableford Capital II
Arizona
$835K
PGWM
1462
Parisi Gray Wealth Management
New Jersey
$832K
SA
1463
Sovran Advisors
California
$831K
CCM
1464
Capstone Capital Management
$828K
PWM
1465
Pines Wealth Management
North Carolina
$825K
PSP
1466
Principal Street Partners
Tennessee
$824K
TCA
1467
Transcend Capital Advisors
New Jersey
$823K
RA
1468
Rational Advisors
New York
$822K
BCM
1469
Boreal Capital Management
Florida
$819K
MCM
1470
McDonough Capital Management
Florida
$815K
SIA
1471
Soltis Investment Advisors
Utah
$814K
OA
1472
Oak Associates
Ohio
$814K
CWM
1473
Cahaba Wealth Management
Georgia
$813K
LFA
1474
Legacy Financial Advisors
Kentucky
$809K
EFS
1475
Essex Financial Services
Connecticut
$806K